Julie Ford

CFP® CPA

Financial Planner

Ford Financial Solutions


New York, NY
Anywhere / Virtual Meetings
Julie Ford
  • https://www.facebook.com/fordfinancialsolutions
  • https://www.linkedin.com/pub/julie-ford-cfp%C2%AE-cpa/ab/2a2/876
  • https://twitter.com/julieford23
  • https://www.fordfinancialsolutions.com/blog

As a fee-only financial planner with over a decade of experience in the industry, Julie Ford has helped hundreds of clients to wisely manage their money. She specializes in serving city-dwelling couples as they navigate the many transitional seasons that come with building a family.

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

As a fee-only CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family. She prioritizes empowering her clients with the tools to bring purpose and clarity to their financial world to holistically better their lives, families, and communities.

Get to Know Julie Ford

As a fee-only CERTIFIED FINANCIAL PLANNER® with over a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.

Julie founded Ford Financial Solutions in 2015 to bring financial health to the complex lives of urban professionals across the spectrum of wealth. She prioritizes empowering her clients with the tools to bring purpose and clarity to their financial world to holistically better their lives, families, and communities.

In addition to serving clients, Julie promotes financial literacy and health through online courses, her personal finance blog Fiscal Therapy (named one of the Top 30 New York Finance Blogs by Feedspot), frequently provides insights to the media on a range of personal finance topics, and teaching financial wellness classes in her community.

Julie is a Certified Public Accountant licensed to practice in the State of New York and a member of the National Association of Personal Financial Advisors and the XY Planning Network. She has been recognized by Crain’s New York among its Notable Women in Financial Advice. She graduated from Texas A&M University with a Bachelor of Business Administration and a Master of Science, both in Accountancy. Prior to founding Ford Financial Solutions, Julie worked at two financial planning firms in New York City and as an auditor at Ernst & Young.

Julie and her husband Tony live with their two boys in New York City. They love the city and are embracing the adventure of raising urban kids.

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I Can Help You With:

  • Comprehensive Financial Planning
  • Life Transitions
  • Retirement Savings
  • Investment Management
  • College Education Planning
  • Budgeting

Ideal Clients:

  • Growing Families
  • Couples
  • Women
  • Urban Professionals

Julie Ford's Designations and Affiliations

Media Mentions and Industry Involvement

Office Locations

  • 1345 Avenue of the Americas - New York, NY 10105

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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